The VaultRE app is a great way to be able to manage your properties, including adding prospects/appraisals when you are on the move.
Contents:
- Video tutorial
- Adding a Prospect/Appraisal
- Pricefinder/Corelogic - Set up this integration to automatically capture property details when entering an appraisal or prospect
Step by step
Adding a Prospect/Appraisal
1. Tap into the Properties menu
2. Once in the properties menu, tap + ADD APPRAISAL in the bottom right-hand corner
3. You are then able to follow each step by clicking on Next, once you have added in the Type, Location, particulars, Appraisal Details, Owners, and Photos
4. After completing all steps and adding the property, you can either navigate directly to it or search for it using the search bar on your Dashboard or in the Properties menu
Additional information
Pricefinder/Corelogic Integration
You can use the Pricefinder or Corelogic integration when adding a property, allowing you to automatically populate details like the address and particulars based on available data.
This integration is set up for each user through the Vault web version, following the steps outlined in the video below: